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COMPASS INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and COMPASS INC.’s Form 8-K, filed May 29, 2025 (Item 5.07 on EDGAR). Page generated October 25, 2026.

  • 5Reported items
  • 281Asset managers
  • 1,543Fund votes
  • May 22, 2025Meeting date

Results at a glance

Meeting of May 22, 2025: 4 items on COMPASS INC.’s Form 8-K, filed May 29, 2025: 2 elected · 2 approved.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore COMPASS INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by COMPASS INC.

These tallies are COMPASS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 29, 2025 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

COMPASS INC. — official shareholder meeting results, meeting held May 22, 2025
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Frank Martell 430,690,15763,070,29758,385,248 --51,031,976 87%Elected—
Elect Director: Dawanna Williams 442,697,89751,058,83358,388,972 --51,032 90%Elected—
2. Ratification of the Appointment of PricewaterhouseCoopers LLP as the Company's Independent Public Accounting Firm for 2025 598,023,3114,886,858267,509 ---- 99.1%Approved—
3. Advisory Vote to Approve 2024 Named Executive Officers Compensation 525,432,38226,460,422252,898 --51,031,976 95%Approved—

Source: COMPASS INC., Form 8-K, filed with the SEC on May 29, 2025 — read the filing on EDGAR.

How asset managers voted at the COMPASS INC. 2024-2025 meeting

Each item below shows how the 281 asset managers that disclosed a COMPASS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of COMPASS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: Dawanna Williams

Official resultFund totals may overlapDIRECTOR ELECTIONSReported outcome: Elected

Combines 2 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%
FOR: 442,697,897AGAINST: 51,058,833
Details: description as filed, official tally, votes by 71 asset managers

Description as filed by funds: Election of Class I Directors: Dawanna Williams

COMPASS INC.’s own tally for this item (“Elect Director: Dawanna Williams”): 442,697,897 for, 51,058,833 against, per its Form 8-K filed May 29, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Class I Directors Based on the votes set forth above, each director nominee was duly elected to serve until the 2028 annual meeting of stockholders and until their successor is duly elected and qualified.”
Support: 90% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 69 asset managers voting on “Election of Class I Directors: Dawanna Williams” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard69,486,1260 00For
Fidelity44,559,4140 00For
BlackRock14,275,0730 00For
Charles Schwab6,363,8010 00For
TIAA5,180,3120 00For
Dimensional02,375,182 00Against
Bridge Builder Trust71,3841,904,516 00Against
DRIEHAUS MUTUAL FUNDS01,279,618 00Against
Prudential/PGIM648,308409,032 00Mixed
World Funds Trust1,050,3510 00For
Equitable586,806408,510 00Mixed
Goldman Sachs721,7150 00For
Invesco653,7700 00For
First Trust0628,699 00Against
QUANTITATIVE MASTER SERIES LLC621,3730 00For
Jackson National0583,418 00Against
Exchange Place Advisors Trust536,2900 00For
SEI429,5040 00For
JPMorgan329,9920 00For
TRUST FOR PROFESSIONAL MANAGERS0282,944 00Against
Lincoln Financial268,60010,409 00For
Victory Capital0260,623 00Against
Northern Trust250,3690 00For
Global X218,7250 00For
Brinker Capital Destinations Trust10,106197,343 00Against

Fund voting reports, all 69 managers: 147,677,081 for, 9,687,465 against, 38,391 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 2 asset managers voting on “Election of Class I Directors: Dawanna Williams” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Kanen Wealth Management LLC5,646,6550 00For
BOSUN ASSET MANAGEMENT, LLC2,7290 00For

Institutional-manager reports, all 2 managers: 5,649,384 for.

2. Elect Director: Frank Martell

Official resultFund totals may overlapDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

87% Majority: yes · of votes cast

FOR 87%
FOR: 430,690,157AGAINST: 63,070,297
Details: description as filed, official tally, votes by 71 asset managers

Description as filed by funds: Election of Class I Directors: Frank Martell

COMPASS INC.’s own tally for this item (“Elect Director: Frank Martell”): 430,690,157 for, 63,070,297 against, per its Form 8-K filed May 29, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Class I Directors Based on the votes set forth above, each director nominee was duly elected to serve until the 2028 annual meeting of stockholders and until their successor is duly elected and qualified.”
Support: 87% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 69 asset managers voting on “Election of Class I Directors: Frank Martell” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard69,486,1260 00For
Fidelity44,559,4140 00For
BlackRock14,275,0730 00For
Charles Schwab6,363,8010 00For
TIAA5,180,3120 00For
Dimensional02,375,182 00Against
Bridge Builder Trust71,3841,904,516 00Against
DRIEHAUS MUTUAL FUNDS01,279,618 00Against
Prudential/PGIM648,308409,032 00Mixed
World Funds Trust1,050,3510 00For
Equitable586,806408,510 00Mixed
Goldman Sachs721,7150 00For
Invesco653,7700 00For
First Trust0628,699 00Against
QUANTITATIVE MASTER SERIES LLC621,3730 00For
Jackson National0583,418 00Against
Exchange Place Advisors Trust536,2900 00For
SEI429,5040 00For
JPMorgan329,9920 00For
TRUST FOR PROFESSIONAL MANAGERS0282,944 00Against
Lincoln Financial0279,009 00Against
Victory Capital0260,623 00Against
Northern Trust0250,369 00Against
Global X218,7250 00For
Brinker Capital Destinations Trust0207,449 00Against

Fund voting reports, all 69 managers: 146,889,049 for, 10,491,442 against, 22,446 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 2 asset managers voting on “Election of Class I Directors: Frank Martell” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Kanen Wealth Management LLC5,646,6550 00For
BOSUN ASSET MANAGEMENT, LLC2,7290 00For

Institutional-manager reports, all 2 managers: 5,649,384 for.

3. Election of Class I Directors: Robert Reffkin

Combines 2 wordings of this item as funds reported it.

94% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 71 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 69 asset managers voting on “Election of Class I Directors: Robert Reffkin” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard69,486,1260 00For
Fidelity44,559,4140 00For
BlackRock14,275,0730 00For
Charles Schwab6,363,8010 00For
TIAA5,180,3120 00For
Dimensional02,375,182 00Against
Bridge Builder Trust71,3841,904,516 00Against
DRIEHAUS MUTUAL FUNDS01,279,618 00Against
Prudential/PGIM648,308409,032 00Mixed
World Funds Trust1,050,3510 00For
Equitable995,3160 00For
Goldman Sachs721,7150 00For
Invesco653,7700 00For
First Trust0628,699 00Against
QUANTITATIVE MASTER SERIES LLC621,3730 00For
Jackson National0583,418 00Against
Exchange Place Advisors Trust536,2900 00For
SEI429,5040 00For
JPMorgan329,9920 00For
TRUST FOR PROFESSIONAL MANAGERS0282,944 00Against
Lincoln Financial268,60010,409 00For
Victory Capital0260,623 00Against
Northern Trust250,3690 00For
Global X218,7250 00For
Brinker Capital Destinations Trust10,106197,343 00Against

Fund voting reports, all 69 managers: 147,985,674 for, 9,394,817 against, 22,446 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 2 asset managers voting on “Election of Class I Directors: Robert Reffkin” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Kanen Wealth Management LLC5,646,6550 00For
BOSUN ASSET MANAGEMENT, LLC2,7290 00For

Institutional-manager reports, all 2 managers: 5,649,384 for.

4. 3. Advisory Vote to Approve 2024 Named Executive Officers Compensation

Official resultFund totals may overlapCORPORATE GOVERNANCEReported outcome: Approved

Combines 13 wordings of this item as funds reported it.

95% Approved · of votes cast

FOR 95%
FOR: 525,432,382AGAINST: 26,460,422
Details: description as filed, official tally, votes by 281 asset managers

Description as filed by funds: Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")

COMPASS INC.’s own tally for this item (“3. Advisory Vote to Approve 2024 Named Executive Officers Compensation”): 525,432,382 for, 26,460,422 against — passed, per its Form 8-K filed May 29, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the stockholders approved, on an advisory basis, the 2024 compensation of the Company's named executive officers.”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 69 asset managers voting on “Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard69,486,1260 00For
Fidelity44,559,4140 00For
BlackRock14,275,0730 00For
Charles Schwab6,363,8010 00For
TIAA5,180,3120 00For
Dimensional02,375,182 00Against
Bridge Builder Trust1,975,9000 00For
DRIEHAUS MUTUAL FUNDS1,279,6180 00For
Prudential/PGIM379,562677,778 00Mixed
World Funds Trust1,050,3510 00For
Equitable995,3160 00For
Goldman Sachs721,7150 00For
Invesco0653,770 00Against
First Trust628,6990 00For
QUANTITATIVE MASTER SERIES LLC621,3730 00For
Jackson National529,82953,589 00Mixed
Exchange Place Advisors Trust0536,290 00Against
SEI0429,504 00Against
JPMorgan0329,992 00Against
TRUST FOR PROFESSIONAL MANAGERS282,9440 00For
Lincoln Financial268,60010,409 00For
Victory Capital260,6230 00For
Northern Trust250,3690 00For
Global X0218,725 00Against
Brinker Capital Destinations Trust207,4490 00For

Fund voting reports, all 69 managers: 151,643,385 for, 5,737,106 against, 22,446 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 236 asset managers voting on “Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
SB INVESTMENT ADVISERS (UK) LTD58,070,2730 00For
Fidelity40,062,0280 00For
BlackRock13,068,177307,257 00For
GEODE CAPITAL MANAGEMENT, LLC9,869,5060 00For
State Street7,634,2100 00For
Winslow Capital Management, LLC6,934,6200 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP6,341,628359,701 00Mixed
Charles Schwab6,364,3290 00For
Kanen Wealth Management LLC5,646,6550 00For
DRIEHAUS CAPITAL MANAGEMENT LLC5,576,3120 00For
Nuveen5,218,1010 00For
Granahan Investment Management, LLC3,982,0250 00For
Whale Rock Capital Management LLC03,757,979 00Against
No Street GP LP3,230,3000 00For
Senvest Management, LLC3,129,8930 00For
Northern Trust3,089,1720 00For
JACOBS LEVY EQUITY MANAGEMENT, INC2,928,8930 00For
DISCOVERY CAPITAL MANAGEMENT, LLC / CT2,273,1610 00For
Renaissance2,148,6970 00For
Point722,012,9850 00For
Prudential/PGIM01,952,211 00Against
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC1,495,4120 00For
J. Goldman & Co LP1,457,1220 00For
MELLON INVESTMENTS Corp01,446,458 00Against
Vanguard1,435,9170 00For

Institutional-manager reports, all 236 managers: 206,330,103 for, 19,271,850 against, 3,119 abstained. Showing the 25 largest; see all in the interactive database.

5. 2. Ratification of the Appointment of PricewaterhouseCoopers LLP as the Company's Independent Public Accounting Firm…

Official resultFund totals may overlapCORPORATE GOVERNANCEReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

99.1% Approved · of votes cast

FOR 99.1%
FOR: 598,023,311AGAINST: 4,886,858
Details: description as filed, official tally, votes by 71 asset managers

Description as filed by funds: Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 2025

COMPASS INC.’s own tally for this item (“2. Ratification of the Appointment of PricewaterhouseCoopers LLP as the Company's Independent Public Accounting Firm for 2025”): 598,023,311 for, 4,886,858 against — passed, per its Form 8-K filed May 29, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2025.”
Support: 99.1% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 69 asset managers voting on “Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 20” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard69,486,1260 00For
Fidelity44,559,4140 00For
BlackRock14,275,0730 00For
Charles Schwab6,363,8010 00For
TIAA5,180,3120 00For
Dimensional2,375,1820 00For
Bridge Builder Trust1,975,9000 00For
DRIEHAUS MUTUAL FUNDS1,279,6180 00For
Prudential/PGIM1,057,3400 00For
World Funds Trust1,050,3510 00For
Equitable995,3160 00For
Goldman Sachs721,7150 00For
Invesco653,7700 00For
First Trust628,6990 00For
QUANTITATIVE MASTER SERIES LLC621,3730 00For
Jackson National583,4180 00For
Exchange Place Advisors Trust536,2900 00For
SEI429,5040 00For
JPMorgan329,9920 00For
TRUST FOR PROFESSIONAL MANAGERS282,9440 00For
Lincoln Financial279,0090 00For
Victory Capital260,6230 00For
Northern Trust250,3690 00For
Global X218,7250 00For
Brinker Capital Destinations Trust207,4490 00For

Fund voting reports, all 69 managers: 157,257,841 for, 122,650 against, 22,446 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 2 asset managers voting on “Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 20” at COMPASS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Kanen Wealth Management LLC5,646,6550 00For
BOSUN ASSET MANAGEMENT, LLC2,7290 00For

Institutional-manager reports, all 2 managers: 5,649,384 for.

Largest COMPASS INC. shareholders voting in 2024-2025

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 518,694,601 shares outstanding at the time of that meeting.

Fund voting reports: top COMPASS INC. shareholders by shares voted on “Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")”, 2024-2025
#Asset manager % of shares outstanding
1Vanguard 13.40%
2Fidelity 8.59%
3BlackRock 2.75%
4Charles Schwab 1.23%
5TIAA 1.00%
6Dimensional 0.46%
7Bridge Builder Trust 0.38%
8DRIEHAUS MUTUAL FUNDS 0.25%
9Prudential/PGIM 0.20%
10World Funds Trust 0.20%
Institutional-manager reports: top COMPASS INC. shareholders by shares voted on “Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")”, 2024-2025
#Asset manager % of shares outstanding
1SB INVESTMENT ADVISERS (UK) LTD 11.20%
2Fidelity 7.72%
3BlackRock 2.58%
4GEODE CAPITAL MANAGEMENT, LLC 1.90%
5State Street 1.47%
6Winslow Capital Management, LLC 1.34%
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.29%
8Charles Schwab 1.23%
9Kanen Wealth Management LLC 1.09%
10DRIEHAUS CAPITAL MANAGEMENT LLC 1.08%

Reported COMPASS INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

COMPASS INC. holdings and ownership disclosed for the 2024-2025 proxy season
Holder % outstanding Disclosure
FMR LLC 20.71% 13G
The Vanguard Group 12.96% DEF14A
Vanguard Portfolio Management 11.67% 13G
SVF Excalibur (Cayman) Limited 11.20% DEF14A
BlackRock, Inc. 5.55% DEF14A
SB Investment Advisers (UK) Limited 4.83% 13G
Robert L. Reffkin 4.51% 13G
Robert Reffkin 1.51% DEF14A
Bradley Serwin 0.19% DEF14A
Kalani Reelitz 0.16% DEF14A

Percentages above are of 518,694,601 shares outstanding, as reported by COMPASS INC. on its Form 10-Q dated March 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from COMPASS INC.’s 10-Q dated March 31, 2025. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At COMPASS INC.'s shareholder meeting held May 22, 2025, in the 2024-2025 proxy season, 281 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,543 separate fund positions. Their filings are grouped here into 5 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote") — COMPASS INC.'s filing reports the proposal as approved, with 95% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: COMPASS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 29, 2025.

COMPASS INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.